06/26/2026
Investing is the exciting part of financial planning, but what good is building a massive portfolio if a single unexpected crisis can take it all away?
BigLaw attorneys and their families make incredible sacrifices to get where they are. You take on steep student loan debt, buy mortgages, and work demanding hours to build your security. Yet, so many households leave their wealth exposed to entirely preventable risks simply because those risks are "out of sight, out of mind."
Every June and July, we run our clients through a strict "Resilience Audit." Here is exactly what we look for:
Liquidity balancing: Keeping enough cash to cover large annual expenses (taxes, tuition) without letting cash-on-hand drift past $100k and create a wealth drag.
Estate plan ex*****on: Moving past the avoidance phase so that a state court judge isn't left making medical or guardianship choices for your family.
Disability protection checks: Highlighting that group policies often ignore your annual bonuses and are fully taxable. Since the absolute best-case scenario across all policies tops out at 70% of your gross income, we help you secure as much supplemental coverage as possible.
Umbrella liability: Making sure a random accident or lawsuit doesn't pierce through your basic auto/home policies and drain your investments.
Digital estate planning: Securing your online financial identity and setting up automated emergency access inside password vaults so your spouse isn't locked out in a crisis.
None of these things are thrilling to deal with, but they are the non-negotiables that guarantee your hard work is safe.
Check out our full summer checklist to see where your plan stands:
Don't leave your wealth exposed. Learn the 5 critical financial resilience areas every BigLaw attorney must audit this summer, from liquidity to digital estate planning.
